Jack of All Trades
Jack of All Trades: SKORE 11.05.2025
Disney turned streaming profitable, Booking and Regeneron surged on travel and drug demand, and Salesforce showed AI momentum—highlighting resilience and growth on Nov 5, 2025.
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Jack of All Trades
Jack of All Trades: High Stakes 11.05.2025
Disney, Booking, Regeneron, and Salesforce led earnings on Nov 5, 2025—fueled by streaming profitability, travel demand, blockbuster drug sales, and AI-driven cloud growth.
Trade Secrets
Trade Secrets Pro: To fight or not to fight
We hear over and over never to fight the Fed. I had a discussion with a client during the week and came to the conclusion the Fed is always wrong. If they are always wrong, why is it wrong to go against them?
Jack of All Trades
Jack of All Trades: SKORE 11.04.2025
Showcases tech resilience (MSFT’s AI dominance, GOOGL’s cloud reacceleration), pharma durability (MRK’s Keytruda engine), and premium financials (AXP, DFS) benefiting from strong U.S. consumer spending.
Jack of All Trades
Jack of All Trades: High Stakes 11.04.2025
Microsoft, Alphabet, Merck, and Caterpillar led earnings on Nov 4, 2025—highlighted by AI strength, drug sales, mining demand, and resilient consumer spending.
What in the World!
What in the World! Atlas - Thailand
Thailand's economy is experiencing a modest recovery, with GDP growth projected at 2.9% in 2025, up from 2.6% in 2024. Growth in 2024 was 2.5%, marking a gradual improvement from the 1.9% recorded in 2023.
Jack of All Trades
Jack of All Trades: SKORE 11.03.2025
AI innovation, biotech breakthroughs, and energy income resilience defined the day. Vertex and Ares led on quality and growth visibility, while Diamondback and Williams showcased cash-flow durability. Palantir sustained AI leadership, with Realty Income anchoring defensive yield.
Jack of All Trades
Jack of All Trades: High Stakes 11.03.2025
AI, energy, and income powered Nov 3 earnings. Palantir and Vertex led growth; Diamondback, Williams, and Realty Income showed yield strength; Ares and Simon kept capital steady. Innovation meets resilience — the new market edge.
What in the World!
What in the World! October 2025
In October 2025, the global economy exhibits notable resilience amid escalating trade tensions, geopolitical volatility, and structural shifts like the AI boom and energy transition.
Trade Secrets
Trade Secrets: .Decimal 11.09.2025
Digital asset markets faced a difficult start to November as a mix of macro and market-specific factors weighed on sentiment. Lingering uncertainty from the U.S. government shutdown, cautious guidance from the Federal Reserve, and weakness in public equities curbed risk appetite.
Jack of All Trades
Jack of All Trades: SKORE 11.01.2025
Berkshire Hathaway closed Q3 with record cash and surging operating profits amid a disciplined investment stance. Insurance remains the crown jewel, while the cash pile signals both caution and optionality for future deployments.
Jack of All Trades
Jack of All Trades: High Stakes 11.01.2025
Berkshire Hathaway closed Q3 with record cash and surging operating profits amid a disciplined investment stance. Insurance remains the crown jewel, while the cash pile signals both caution and optionality for future deployments.
